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Global Wealth Management Investment Advisory’s Richtech Robotics RR Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio RR Stock Details RR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,250
Closed -$46.6K – 146
2024
Q4 		$46.6K Buy
+17,250
New +$15.5K 0.01% 140

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Global Wealth Management Investment Advisory's RR Position: Q1 2025 in Review

Global Wealth Management Investment Advisory sold out of Richtech Robotics (RR) in Q1 2025, closing a stake of 17,250 shares — an estimated $46.6K sold.

Global Wealth Management Investment Advisory first reported a position in RR in Q4 2024 and held it in 1 quarter. The position peaked at $46.6K in Q4 2024. 57 funds tracked by Wall St. Rank hold RR as of Q1 2025.

  • Global Wealth Management Investment Advisory reported no remaining Richtech Robotics position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 17,250 Richtech Robotics shares in Q1 2025, an estimated $46.6K.
  • Global Wealth Management Investment Advisory first reported a position in Richtech Robotics in Q4 2024 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Richtech Robotics position peaked at $46.6K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Richtech Robotics as of Q1 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2025, filed 29 Apr 2025.